UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165B
AUM Growth
+$8.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,318
New
Increased
Reduced
Closed

Top Buys

1
+$431M
2
+$340M
3
+$315M
4
MDLZ icon
Mondelez International
MDLZ
+$314M
5
PH icon
Parker-Hannifin
PH
+$262M

Top Sells

1
+$670M
2
+$286M
3
+$268M
4
DB icon
Deutsche Bank
DB
+$258M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$254M

Sector Composition

1 Financials 9.41%
2 Technology 8.39%
3 Healthcare 7.94%
4 Industrials 6.42%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$44.4M 0.02%
2,219,955
-87,220
502
$44.4M 0.02%
791,848
+314,925
503
$44.4M 0.02%
377,479
+43,776
504
$44.3M 0.02%
657,445
-6,058
505
$44.3M 0.02%
1,797,962
-85,374
506
$44.3M 0.02%
463,348
+44,055
507
$44.1M 0.02%
1,724,778
+698,167
508
$44M 0.02%
875,019
+153,483
509
$43.9M 0.02%
300,447
-13,185
510
$43.9M 0.02%
1,684,452
+127,075
511
$43.9M 0.02%
284,433
-27,123
512
$43.8M 0.02%
830,269
+158,815
513
$43.8M 0.02%
366,783
-41,481
514
$43.8M 0.02%
1,332,358
-72,442
515
$43.7M 0.02%
576,627
-21,829
516
$43.6M 0.02%
404,663
+6,586
517
$43.5M 0.02%
737,034
-11,441
518
$43.4M 0.02%
231,977
-22,544
519
$43.3M 0.02%
560,642
+31,214
520
$43.2M 0.02%
752,456
+11,911
521
$43.2M 0.02%
1,117,562
+468,359
522
$43.2M 0.02%
770,500
+24,215
523
$43M 0.02%
1,556,686
+53,598
524
$42.9M 0.02%
1,223,185
+378,733
525
$42.8M 0.02%
1,378,895
-236,126
19 20
21
22 23